Dynamics 365 Sales and Sales Copilot - 7 Week Implementation

In a competitive market, standing out and gaining market share has never been so difficult, your Sales Teams need to have the right tools to navigate potential opportunities, minimise time-consuming data entry to spend more time building long-term relationships with new and existing clients alike. Insight’s approach helps you to maximise the effectiveness of your sales teams, within just seven weeks, witness a seamless transition, creating pipeline clarity and improved forecast accuracy with Dynamics 365 Sales and Copilot. What we do: Over the course of just 7 weeks, we will work with you to:

• Create a single view of all your customers across the Sales Process, enabling your sales teams to collect relevant data at every touchpoint.
• Streamline and personalise customer communications and activities through the sales cycle.
• Provide the sales team with real-time insights, and recommendations to navigate their way to a winning deal with Copilot.
• Setup and configure a secure, Dynamics 365 Sales environment tailored to the needs of your business.

How Insight lights the path to more deals across four stages:

• Assess and Understand Weeks 1-2: During the assess and understand phase we will work with your teams to discover user requirements, uncover specific user needs, and identify security considerations. We will play back how these requirements come together across Accounts, Contacts, Leads, and Opportunities in Dynamics 365 Sales.
• Configure and Setup Weeks 3-4: During the configure and set-up phase we will bring your requirements to life by configuring your Dynamics 365 Sales environment to meet the needs of your business and set up the profiles to ensure your information remains secure and aligned to your security needs.
• Testing and Training During the testing and training phase, we will take your teams through their brand-new Dynamics 365 Sales environment, documenting business rules and helping them navigate the new workspace with the support of Copilot to help them uncover new ways of working.
• Finalise and Launch During the finalise and launch phase we will make updates to the Dynamics 365 Sales environment based on feedback and ideas from the testing and training phase, help you migrate key data from other systems, and prepare for the launch of an enhanced way of working for your sales teams.

Pricing and availability are custom to each engagement and dependent on the scope and complexity.